See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,289 | $202,318-53.9% | $172,739-46.0% | $152,861-39.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 2.33% | 1029.65%-1027.3pp | 802.84%-800.5pp | 345.32%-343.0pp |
| Employer contribution / active EE | $7,793 | $5,856+33.1% | $5,143+51.5% | $4,762+63.6% |
| Participant deferral / active EE | $9,204 | $5,948+54.7% | $5,198+77.1% | $5,850+57.3% |
| Admin fee / account holder | $83 | $17,109-99.5% | $13,954-99.4% | $11,596-99.3% |